LFP

Lakeshore Financial Planning Portfolio holdings

AUM $280M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.74M
3
+$934K
4
VHT icon
Vanguard Health Care ETF
VHT
+$538K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$422K

Top Sells

1
+$4.18M
2
+$3.31M
3
+$2.66M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$309K
5
SOFI icon
SoFi Technologies
SOFI
+$227K

Sector Composition

1 Technology 8.64%
2 Financials 2.6%
3 Consumer Staples 1.2%
4 Consumer Discretionary 1.03%
5 Utilities 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$180K 0.07%
16,574
-114
77
$7.39K ﹤0.01%
10,200
78
– –
-2,968
79
– –
-1,444
1 2 3
4